Home › Asset managers › Compare 2025-2026 › Dimensional vs Charles Schwab
Dimensional 2025-2026 · Charles Schwab 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 14,406 | 13,039 | 1,312 | 55 | 90.9% | 90.8% |
| Board proposals | 13,508 | 12,235 | 1,252 | 21 | 90.7% | 90.7% |
| E&S shareholder proposals | 154 | 119 | 1 | 34 | 99.2% | 96.1% |
| Other items | 744 | 685 | 59 | 0 | 92.1% | 92.1% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
1,252 items. “Voted differently”: each manager’s funds all voted one way, and the two ways differ. “Split”: at least one manager’s funds did not all vote the same way.
| Company | Meeting | Proposal | On the ballot from | Board recommended | Dimensional | Charles Schwab |
|---|---|---|---|---|---|---|
| EMPIRE STATE REALTY TRUST, INC. | May 14, 2026 | To approve the Empire State Realty Trust, Inc. Empire State Realty OP, L.P. 2026 Equity Incentive Plan. Compensation |
Board | For | AGAINST 1 fund |
FOR 10 funds |
| ENANTA PHARMACEUTICALS, INC. | March 11, 2026 | To approve an amendment to our 2019 Equity Incentive Plan. Compensation |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| ENLIVEN THERAPEUTICS, INC. | June 9, 2026 | To approve, in an advisory (non-binding) vote, the compensation of our named executive officers as disclosed in our proxy statement. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 6 funds |
| ENOVIX CORPORATION | June 11, 2026 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| ENPHASE ENERGY, INC. | May 13, 2026 | To approve an amendment and restatement of our 2021 Equity Incentive Plan to increase the number of shares of common stock authorized for issuance thereunder by 2,000,000 shares. Compensation |
Board | For | AGAINST 5 funds |
FOR 10 funds |
| ENTRAVISION COMMUNICATIONS CORPORATION | May 28, 2026 | To approve an amendment and restatement of the Entravision Communications Corporation Amended and Restated 2004 Equity Incentive Plan (the ''2004 Plan'') to, among other things, increase the number of shares of the Company's Class A common stock authorized for issuance thereunder by 6,000,000 shares. Compensation |
Board | For | AGAINST 5 funds |
FOR 2 funds |
| ENVELA CORPORATION | June 24, 2026 | Election of Directors: Jim R. Ruth Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 2 funds |
| ENVELA CORPORATION | June 24, 2026 | Election of Directors: John R. Loftus Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 2 funds |
| EOS ENERGY ENTERPRISES INC | June 3, 2026 | Non-binding advisory vote to approve our named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| EPAM SYSTEMS, INC. | May 21, 2026 | To approve an amendment to the EPAM Systems, Inc. 2025 Long Term Incentive Plan to add 4,000,000 additional shares. Compensation |
Board | For | AGAINST 9 funds |
FOR 14 funds |
| ERASCA, INC. | June 26, 2026 | To elect three directors to serve as Class II directors for a three-year term expiring at the 2029 Annual Meeting of Stockholders and until their respective successors shall have been duly elected and qualified Alexander W. Casdin Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 5 funds |
| ESCALADE, INCORPORATED | May 5, 2026 | To approve, by non-binding vote, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 3 funds |
| EVENTBRITE, INC. | February 27, 2026 | To approve, by means of a non-binding, advisory vote, compensation that will or may become payable to the named executive officers of Eventbrite in connection with the merger. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 5 funds |
| EVERCORE INC. | June 10, 2026 | Approval of the Fourth Amended and Restated 2016 Evercore Inc. Stock Incentive Plan. Compensation |
Board | For | AGAINST 4 funds |
FOR 12 funds |
| EVERPURE, INC. | June 10, 2026 | An advisory vote on our named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 13 funds |
| EVERSPIN TECHNOLOGIES, INC. | May 21, 2026 | To approve an amendment and restatement of the Everspin Technologies, Inc. Amended and Restated 2016 Equity Incentive Plan to (among other things) increase the aggregate number of shares of common stock authorized for issuance under the plan by 1,800,000 shares. Compensation |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| EVOLENT HEALTH, INC. | June 4, 2026 | Proposal to approve an amendment to the Amended and Restated Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. Compensation |
Board | For | AGAINST 4 funds |
FOR 7 funds |
| EVOLENT HEALTH, INC. | June 4, 2026 | Proposal to approve the compensation of our named executive officers for 2025 on an advisory basis. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 8 funds |
| EXELIXIS, INC. | May 26, 2026 | To approve, on an advisory basis, the compensation of Exelixis' named executive officers, as disclosed in the accompanying Proxy Statement. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 15 funds |
| EXPEDIA GROUP, INC. | June 17, 2026 | Approval, on an advisory basis, of the compensation of Expedia Group's named executive officers. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 14 funds |
| EXPENSIFY, INC. | May 22, 2026 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| EXTREME NETWORKS, INC. | November 12, 2025 | Approve an amendment and restatement of the Extreme Networks, Inc. 2013 Equity Incentive plan to add 6,800,000 shares of our common stock to those reserved for issuance under the plan. Compensation |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| EYEPOINT, INC. | June 18, 2026 | To approve Amendment No. 3 to the EyePoint, Inc. 2023 Long-Term Incentive Plan, as amended, to increase the number of shares of common stock authorized for issuance thereunder by 4,900,000 shares. Compensation |
Board | For | AGAINST 4 funds |
FOR 4 funds |
| Easterly Government Properties, Inc. | April 22, 2026 | Election of Directors: Cynthia A. Fisher Director Elections |
Board | For | AGAINST 1 fund |
FOR 9 funds |
| Elastic N.V. | September 30, 2025 | Appointment of the following executive director and non-executive director, respectively, each for a term of three (3) years, ending at the close of the Annual General Meeting of 2028: Ashutosh Kulkarni Director Elections |
Board | For | AGAINST 3 funds |
FOR 9 funds |
| Element Solutions Inc | May 4, 2026 | Election of Directors: Ian G.H. Ashken Director Elections |
Board | For | AGAINST 8 funds |
FOR 10 funds |
| Element Solutions Inc | May 4, 2026 | Election of Directors: Michael F. Goss Director Elections |
Board | For | AGAINST 8 funds |
FOR 10 funds |
| Element Solutions Inc | May 4, 2026 | Election of Directors: Susan W. Sofronas Director Elections |
Board | For | AGAINST 8 funds |
FOR 10 funds |
| Embecta Corp. | February 11, 2026 | Election of Directors: Christopher R. Reidy Director Elections |
Board | For | FOR 6 funds |
AGAINST 7 funds |
| Encore Capital Group, Inc. | June 12, 2026 | Election of Directors: William C. Goings Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 7 funds |
| Entrada Therapeutics, Inc. | June 10, 2026 | Election of Directors: Bernhardt Zeiher, M.D. Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| Entrada Therapeutics, Inc. | June 10, 2026 | Election of Directors: Peter S. Kim, Ph.D. Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| Epsilon Energy Ltd. | November 12, 2025 | To approve the issuance of Common Shares pursuant to the Purchase Agreements, for purposes of complying with NASDAQ Listing Rule 5635 (the "Share Issuance Proposal"). Extraordinary Transactions |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| Expedia Group, Inc. | June 17, 2026 | Election of Directors: Alex von Furstenberg Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 13 funds |
| Expedia Group, Inc. | June 17, 2026 | Election of Directors: Barry Diller Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 13 funds |
| Expedia Group, Inc. | June 17, 2026 | Election of Directors: Craig Jacobson Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 13 funds |
| F&G ANNUITIES & LIFE, INC. | June 24, 2026 | Approval of a non-binding advisory resolution on the compensation paid to our named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 12 funds |
| F5, INC. | March 12, 2026 | Approve the F5, Inc. 2026 Incentive Award Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 14 funds |
| FARO TECHNOLOGIES, INC. | July 15, 2025 | To approve, on a non-binding, advisory basis, certain compensation that will or may become payable by FARO to its named executive officers in connection with the merger. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 5 funds |
| FATE THERAPEUTICS, INC. | June 12, 2026 | To approve a proposal to amend and restate the Company's 2022 Stock Option and Incentive Plan to increase the number of shares of common stock reserved for issuance thereunder. Compensation |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| FB BANCORP, INC. | April 29, 2026 | To elect the following nominees as directors: Gerard W. Barousse, Jr. Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 2 funds |
| FB BANCORP, INC. | April 29, 2026 | To elect the following nominees as directors: Mark C. Romig Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 2 funds |
| FB Bancorp, Inc. | April 29, 2026 | To elect the following nominees as directors: J. Luis Banos, Jr. Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 2 funds |
| FEDEX CORPORATION | September 29, 2025 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 15 funds |
| FIDELITY NAT'L INFORMATION SERVICES,INC. | June 10, 2026 | To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 18 funds |
| FIRST CAPITAL, INC. | May 18, 2026 | Election of Directors: Dana L. Huber Director Elections |
Board | For | AGAINST 6 funds |
FOR 2 funds |
| FIRST CAPITAL, INC. | May 18, 2026 | Election of Directors: Lou Ann Moore Director Elections |
Board | For | AGAINST 6 funds |
FOR 2 funds |
| FIRST CAPITAL, INC. | May 18, 2026 | Election of Directors: Michael C. Frederick Director Elections |
Board | For | AGAINST 6 funds |
FOR 2 funds |
| FIRST CAPITAL, INC. | May 18, 2026 | Election of Directors: Robert C. Guilfoyle Director Elections |
Board | For | AGAINST 6 funds |
FOR 2 funds |
| FIRST CAPITAL, INC. | May 18, 2026 | Election of Directors: William W. Harrod Director Elections |
Board | For | AGAINST 6 funds |
FOR 2 funds |
| FIRST HORIZON CORPORATION | April 28, 2026 | Ratification of appointment of KPMG LLP as auditors. Audit-related |
Board | For | FOR 8 funds |
AGAINST 12 funds |
| FIRST NORTHWEST BANCORP | May 19, 2026 | An advisory (non-binding) vote to approve the compensation of our named executive officers, as disclosed in this Proxy Statement; and Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| FIRST UNITED CORPORATION | May 7, 2026 | Election of Directors: H. Andrew Walls, III Director Elections |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| FIRST WESTERN FINANCIAL, INC. | June 3, 2026 | Advisory, non-binding vote to approve the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 3 funds |
| FIRSTCASH HOLDINGS, INC. | June 9, 2026 | Approve the reincorporation of the Company to the State of Texas by conversion. Extraordinary Transactions |
Board | For | AGAINST 6 funds |
FOR 9 funds |
| FIVE POINT HOLDINGS, LLC | June 4, 2026 | To approve, on a non-binding advisory basis, the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 1 fund |
| FLAGSTAR BANK, N.A. | June 9, 2026 | An advisory vote to approve, on a non-binding basis, compensation of our named executive officers disclosed in the accompanying proxy statement. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 13 funds |
| FLAGSTAR BANK, N.A. | June 9, 2026 | Approval of an Amendment to the Flagstar Bank, N.A. 2020 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 5 funds |
FOR 12 funds |
| FLUOR CORPORATION | May 6, 2026 | An advisory vote to approve the company's executive compensation. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 11 funds |
| FLUSHING FINANCIAL CORPORATION | April 2, 2026 | A proposal to approve, on a non-binding, advisory basis, the compensation that Flushing's named executive officers may receive in connection with the mergers pursuant to agreements or arrangements with Flushing (the "Flushing compensation proposal") Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 5 funds |
| FLYWIRE CORPORATION | June 2, 2026 | Elect three directors to serve as Class II directors until the 2029 Annual Meeting of Stockholders Alex Finkelstein Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 4 funds |
| FMC CORPORATION | April 28, 2026 | Approval, by non-binding vote, of executive compensation. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 12 funds |
| FORWARD AIR CORPORATION | June 17, 2026 | To approve an amendment to the 2025 Omnibus Incentive Compensation plan to increase number of shares of common stock authorized for issuance thereunder. Compensation |
Board | For | AGAINST 4 funds |
FOR 7 funds |
| FORWARD AIR CORPORATION | June 17, 2026 | To approve, on a non-binding, advisory basis, the compensation of the named executive officers (the "say on pay vote"). Compensation |
Board | For | AGAINST 5 funds |
FOR 8 funds |
| FOSSIL GROUP, INC. | December 19, 2025 | Proposal to approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| FRANKLIN FINANCIAL SERVICES CORPORATION | April 28, 2026 | Election of Directors: G. Warren Elliott Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 2 funds |
| FRANKLIN RESOURCES, INC. | February 3, 2026 | To approve an amendment and restatement of the Company's 2002 Universal Stock Incentive Plan, which includes increasing the number of shares of common stock, par value $0.10 per share, of the Company authorized for issuance under the USIP by an additional 25,000,000 shares. Compensation |
Board | For | AGAINST 10 funds |
FOR 14 funds |
| FRANKLIN RESOURCES, INC. | February 3, 2026 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 11 funds |
FOR 15 funds |
| FREEDOM HOLDING CORP. | September 29, 2025 | Approval of the non-binding advisory resolution regarding the compensation of the Company's named executive officers as described in the proxy statement. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| FRONTIER GROUP HOLDINGS, INC. | May 14, 2026 | To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 5 funds |
| FTAI INFRASTRUCTURE INC. | May 29, 2026 | Election of Class I Director: James L. Hamilton Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| FULCRUM THERAPEUTICS INC | June 24, 2026 | Election of three Class I directors, nominated by our board of directors, each to serve for a three-year term expiring at the 2029 annual meeting of stockholders; Sonja Banks Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| FULGENT GENETICS, INC. | May 14, 2026 | Election of Directors: Michael Nohaile, Ph.D. Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 7 funds |
| FUNKO, INC. | June 3, 2026 | Approval, on an advisory (non-binding) basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 4 funds |
| FVCBANKCORP INC. | May 20, 2026 | Election of Directors: Devin Satz Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 2 funds |
| FVCBANKCORP INC. | May 20, 2026 | Election of Directors: Meena Krishnan Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 2 funds |
| First Advantage Corporation | June 5, 2026 | To elect three Class II director nominees listed in this Proxy Statement: Bridgett R. Price Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 4 funds |
| First Advantage Corporation | June 5, 2026 | To elect three Class II director nominees listed in this Proxy Statement: James L. Clark Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 4 funds |
| First Advantage Corporation | June 5, 2026 | To elect three Class II director nominees listed in this Proxy Statement: Mark Gillett Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 4 funds |
| Ford Motor Company | May 14, 2026 | Election of Directors: Jon M. Huntsman, Jr. Director Elections |
Board | For | FOR 7 funds |
AGAINST 14 funds |
| Ford Motor Company | May 14, 2026 | Election of Directors: William Clay Ford, Jr. Director Elections |
Board | For | AGAINST 7 funds |
FOR 14 funds |
| Fortrea Holdings Inc. | June 9, 2026 | Election of Directors: Peter M. Neupert Director Elections |
Board | For | AGAINST 7 funds |
FOR 8 funds |
| Fortune Brands Innovations, Inc. | May 5, 2026 | Advisory vote to approve named executive officer compensation Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 13 funds |
| FutureFuel Corp. | November 11, 2025 | To elect two directors of the Corporation to serve a three-year term expiring 2028: Donald C. Bedell Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 2 funds |
| GAIA, INC. | April 23, 2026 | To approve, on an advisory basis, named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 3 funds |
| GARMIN LTD | June 5, 2026 | Re-election of Min H. Kao as Executive Chairman Corporate Governance |
Board | For | FOR 7 funds |
AGAINST 12 funds |
| GARTNER, INC. | May 28, 2026 | Election of Directors to be elected for terms expiring in 2027: Edward P. Bousa Director Elections |
Board | For | AGAINST 5 funds |
FOR 13 funds |
| GCI LIBERTY, INC. | May 11, 2026 | The say-on-pay proposal, to approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 1 fund |
| GENERAL MOTORS COMPANY | June 2, 2026 | Proposal to Approve Amendment No. 2 to the Company's 2020 Long-Term Incentive Plan to Increase the Number of Shares Available for Issuance Thereunder Compensation |
Board | For | AGAINST 8 funds |
FOR 12 funds |
| GLOBALSTAR, INC. | May 13, 2026 | Approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| GOGO INC. | May 28, 2026 | Advisory vote approving executive compensation Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 4 funds |
| GOLDEN ENTERTAINMENT, INC. | March 31, 2026 | To consider and vote on the proposal to approve, on a non binding, advisory basis, the compensation that may be paid or become payable by Golden to its named executive officers in connection with the transactions contemplated by the Master Transaction Agreement (the "Advisory Compensation Proposal"); and Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 8 funds |
| GRACO INC. | April 24, 2026 | Approval, on an advisory basis, of the compensation paid to our named executive officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 14 funds |
| GRAHAM HOLDINGS COMPANY | May 5, 2026 | Election of Directors: Danielle Conley Director Elections |
Board | For | AGAINST 8 funds |
FOR 7 funds |
| GRAHAM HOLDINGS COMPANY | May 5, 2026 | Election of Directors: Tony Allen Director Elections |
Board | For | AGAINST 8 funds |
FOR 7 funds |
| GRANITE POINT MORTGAGE TRUST INC. | June 4, 2026 | To approve on an advisory basis the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| GRANITE RIDGE RESOURCES, INC. | May 22, 2026 | To approve, on an advisory basis, the compensation paid to our named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 5 funds |
| GRAY MEDIA, INC. | May 6, 2026 | The approval, on a non-binding advisory basis, of the compensation of Gray Media, Inc.'s named executive officers. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 9 funds |
| GREAT SOUTHERN BANCORP, INC. | May 13, 2026 | Election of Four Directors, each for a three-year term: Amelia A. Counts Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 5 funds |
| GRID DYNAMICS HOLDINGS, INC. | December 23, 2025 | The approval of 3,500,000 additional shares under the Grid Dynamics Holdings, Inc. 2020 Equity Incentive Plan. Compensation |
Board | For | AGAINST 8 funds |
FOR 3 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.